Existing Eloqua Instance – Asset Inventory and Clean-Up

November 10, 2017

Whether you own an Eloqua instance that has developed clutter over a period of extended use, or inherited an instance that’s not ideally structured, you may have a desperate need for immediate clean-up.

But, where do you start? How can you identify all the assets that exist in your Eloqua instance? What’s the best method for clean-up and preventing future clutter?

Start by Taking Inventory

Depending on your skill set and asset volume, you may require assistance in this effort. Think about the stakeholders that rely on your Eloqua assets and examine the resources you have available to assist in taking inventory.

  • If you have development skills or resources, using the REST API “Get” requests and query parameters will allow you to pull lists of all assets by group.
  • Alternatively, the built in Overview reports in Eloqua will allow you to pull the names of most assets, for a given time period: Campaign Analysis Overview, Email Analysis Overview, Form Submission Overview, and Landing Page Overview.
  • If you don’t have the resources to leverage the REST API to automate clean-up, you will need to dig into each asset folder manually in the Components (Images, File Storage, Dynamic Content, etc.) asset area.

Determine the Best Method for Clean-Up Eloqua Instance

Before the actual clean-up, consider revising the folder structure and naming convention. Has your organizational structure changed recently, or is it expected to change in the immediate future? Have you identified assets that are outdated, no longer in use, or ready for archiving?

  • Consider the age and relevance of your inventoried content. If assets are no longer in use or do not accurately reflect your brand, those are key factors that indicate they are prime for archive or deletion.
  • Creation and use of an “Archive” folder at the top level of the asset folder structure is recommended as a best practice. Keep in mind that assets in the Archive folder will still be pulled into reporting and search.
  • Deleting assets is not a bad thing. If they will no longer be used and are not necessary for accurate reporting, then delete. Keep in mind that all dependencies must be removed before an asset can be deleted.
  • Once again, leveraging the REST API “Put” request and parameters will allow you to automate updating and moving assets in the various areas of Eloqua.
  • Your only other alternative is to delve into each asset area and manually move outdated assets into an Archive folder or delete them.

Establish and Continuously Follow Operational Diligence

Leverage the newly created folder structure and naming convention, that you have created/updated for the clean-up effort, to define processes and standards for your operations team.

  • Document and share the operational plan for clean-up and structural changes, updating regularly based on clean-up and archive cadence.
  • Schedule regular clean-up and archiving activities going forward. Depending on volume, these efforts could be performed weekly, monthly, or quarterly.
  • Develop a plan for future structure changes based on business and marketing requirements, organizational changes, and resource variance.

Following these guidelines will help make your Eloqua instance more manageable, improving your asset and folder organization. Knowing what assets you have, the ability to find them, and up-to-date documentation to share that information with your stakeholders, will streamline your operations.

Keep it clean. Keep it consistent. Keep it accessible.

Want more Eloqua?

You May Also Like…

Marketing Operations

Increase efficiency. Remove roadblocks.

Customer Experience

Wow Your Customers

Lead Management

Accelerate Leads to Revenue

Digital Transformation

Turn Strategy Into Action

Inbound Marketing

Right Channel, Right Message

Account-Based Marketing

Accelerate ABM Success

Flexible
Options

Four options. One result: Greater marketing-sourced revenue.

Marketo Engage

Marketo Platinum Partner

Pardot

Accelerate Leads to Revenue

Microsoft Dynamics

Optimize Your Instance

Salesforce Marketing Cloud

Salesforce Certified Silver Partner

Salesforce CRM

12 Years of Integration Experience

Partners

Additional Technology Platforms

Oracle Eloqua

Oracle Platinum Partner

Adobe Experience Manager

Provide world-class experiences

Revenue Marketing University 

Training for marketers of all skill levels.

F5 Logo

F5 Network's Case Study

How a Network Security Giant Unified Global Marketing Operations

F5 Logo

Rackspace's Case Study

How a Cloud Solutions Provider Unifed And Expanded Global Marketing Capabilities

TraceLink’s Case Study

How a Supply-Chain Solution Provider Built Crucial Capabilities For Revenue

Xylem's Case Study

How a Global Water Solutions Company Nailed Marketing Automation To Win

Gilbarco Veeder-Root

Gilbarco Veeder-Root's Case Study

How a Global Fueling Leader Transitioned To Win

Telecomm Case Study

How A Multi-Channel Inbound Strategy Achieved A 600% Increase In ROI

A credit card, representing a Fortune 100 client of The Pedowitz Group's

Financial Services Case Study

How a Fortune 100 Credit Card Company Closed The Loop On Revenue

Resource Hub

Read, Watch and Download

Trending Topics

Our Most Popular Content

Blog

Our Latest Articles

CMO Insights

Hear From Industry Experts

Get Timely Insights

Take an interactive assessment and get immediate results

About TPG

How are we different? Get to know us a bit better!

Case Studies

See real results from customers just like you

How We Work With You

How can we help you?

Partners

Learn about some of our Partners.

Introducing: The Loop

 

Revenue models are outdated. Here’s your update.

About TPG

How are we different? Get to know us a bit better!

Case Studies

See real results from customers just like you

How We Work With You

How can we help you?

Partners

Learn about some of our Partners.

Introducing: The Loop

 

Revenue models are outdated. Here’s your update.